What are the responsibilities and job description for the Technical Support Specialist | Retirement and Investment position at CBIZ?
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Essential Functions and Primary Duties :
- Provide technical support answering plan document related questions and issues
- Assist with the design and modifications of plan documents
- Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
- Assist with answering technical questions and issues related to ERISA
- Additional responsibilities as assigned
Preferred Qualifications :
Minimum Qualifications :
LI-OD1 #LI-Hybrid
